Strategic Investment Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Strategic Investment Solutions’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.8K	Hold	56	–	–	﹤0.01%	476
2026 Q1	$5.61K	Hold	56	–	–	﹤0.01%	471
2025 Q4	$5.57K	Hold	56	–	–	﹤0.01%	460
2025 Q3	$5.48K	Hold	56	–	–	﹤0.01%	438
2025 Q2	$4.88K	Hold	56	–	–	﹤0.01%	433
2025 Q1	$4.52K	Hold	56	–	–	﹤0.01%	448
2024 Q4	$5K	Hold	56	–	–	﹤0.01%	455
2024 Q3	$5K	Buy	+56	New	+$4.84K	﹤0.01%	431
2023 Q4	$4.54K	Sell	56 -3,472	-98%	-$251K	﹤0.01%	873
2023 Q3	$268K	Buy	3,528 +3,472	+6,200%	+$263K	﹤0.01%	471
2023 Q2	$3.97K	Hold	56	–	–	﹤0.01%	684
2023 Q1	$4.04K	Buy	+56	New	+$4.16K	﹤0.01%	784

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Strategic Investment Solutions's VTWO Position: Q2 2026 in Review

Strategic Investment Solutions held its Vanguard Russell 2000 ETF (VTWO) position steady in Q2 2026 at 56 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Strategic Investment Solutions first reported a position in VTWO in Q1 2023 and has held it in 12 quarters since. The position peaked at $268K in Q3 2023. 740 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Strategic Investment Solutions held 56 shares of Vanguard Russell 2000 ETF worth $6.8K as of Q2 2026.
Strategic Investment Solutions left its Vanguard Russell 2000 ETF share count unchanged in Q2 2026.
Vanguard Russell 2000 ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #476 holding.
Strategic Investment Solutions first reported a position in Vanguard Russell 2000 ETF in Q1 2023 and has held it in 12 quarters since.
Strategic Investment Solutions's Vanguard Russell 2000 ETF position peaked at $268K in Q3 2023.
740 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.